XBJL — INN US EQ ACC 9 BUFF JULY
As of Q2 2026, 1 SEC-registered investment managers reported holding XBJL (INN US EQ ACC 9 BUFF JULY) in their latest 13F filings, with a combined reported value of $131.90K across 3.30K shares. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 3.30K | $131.90K | 0.00% | New |
Q3 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 14.10K | $527.95K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.28K | $47.93K | 0.00% | New |
Q2 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 14.20K | $510.77K | 0.00% | Add |
| UBS Group AG history | 109 | $3.92K | 0.00% | Reduce |
Q1 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 10.91K | $369.11K | 0.00% | New |
| UBS Group AG history | 3.05K | $103.16K | 0.00% | Add |
| BlackRock Inc history | 1.98K | $67.15K | 0.00% | Hold |
Q4 2024 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.98K | $67.75K | 0.00% | New |
| UBS Group AG history | 814 | $27.79K | 0.00% | New |
Q2 2024 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 25.00K | $806.00K | 0.00% | New |
| Citadel Advisors history | 11.12K | $358.61K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 3.30K sh · $131.90K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q2 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 3.30K | 1.28K | — | — | — | — | 1.47K | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | 14.10K | 14.20K | 10.91K | — | 11.12K | 11.82K | 11.82K | 48.54K | 17.89K | 24.90K | 89.90K | 88.45K | 22.47K | — | — |
| BlackRock Inc | — | — | — | 1.98K | 1.98K | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | — | — | — | — | — | — | — | — | 2.00K | — | — | — | — | — | — | — |
| Goldman Sachs Group | — | — | — | — | — | 25.00K | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | — | — | 109 | 3.05K | 814 | — | — | 663 | 3.52K | 20 | 190 | — | 1.08K | 885 | 932 | 782 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details